Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $86B
1-Year Est. Return 17.65%
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$408M
AUM Growth
+$45.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1 +$2.39M
2 +$1.63M
3 +$1.32M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.27M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.19M

Top Sells

1 +$1.06M
2 +$766K
3 +$603K
4
IGE icon
iShares North American Natural Resources ETF
IGE
+$496K
5
NKE icon
Nike
NKE
+$480K

Sector Composition

1 Healthcare 5.14%
2 Technology 4.77%
3 Industrials 4.76%
4 Consumer Discretionary 4.6%
5 Communication Services 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$210K 0.05%
+4,384
352
$209K 0.05%
29,363
353
$209K 0.05%
14,925
+900
354
$208K 0.05%
11,556
-50
355
$207K 0.05%
5,718
356
$206K 0.05%
+6,825
357
$205K 0.05%
+5,889
358
$205K 0.05%
13,431
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359
$204K 0.05%
3,411
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360
$203K 0.05%
3,257
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361
$202K 0.05%
2,730
-24
362
$202K 0.05%
20,103
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363
$202K 0.05%
3,907
-49
364
$192K 0.05%
+11,116
365
$188K 0.05%
+46,750
366
$162K 0.04%
17,659
+350
367
$157K 0.04%
15,484
+1,350
368
$153K 0.04%
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369
$149K 0.04%
2,906
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370
$148K 0.04%
14,130
+1,847
371
$146K 0.04%
14,961
-741
372
$141K 0.03%
3,871
+372
373
$141K 0.03%
+10,833
374
$127K 0.03%
14,486
375
$117K 0.03%
28,874
-805